Bio
Who am I
My name is Pastor Ochoa, I’m an Investment Advisor and Financial Planner at RBC Dominion Securities
I’ve been working in Regina and the South-East Saskatchewan community for over 10 years now. Today I’m proud to be building my own practice managing long term client relationships.
What do I do
My job is to really understand people and improve their lives. I start with the money part of things and the life changes that follow.
Now a days what I hear most from people is that finances can easily get overwhelming and what they really want is a worry free, easy to manage lifestyle.
Why do I do what I do
It’s very rewarding to do what you love.
I get excited about my work because it brings out my personal strengths. I also get inspired by the times when I can help people achieve more than what they thought possible. My philosophy is that planning helps you make better decisions. And the work I do delivers results. What could be more fulfilling?
How do I do it
My process for delivering advice is Human, Holistic, and Honest. So, I want to understand your perspective and know what you value beyond money so that I can take the time to be thorough in my work. That means that I will consider the relationship between different areas of your finances, look for pitfalls, and evaluate alternative approaches so you don’t have to. That way I can always be real with you and in the end, your advice will be straightforward and meaningful.
Who have I done it for?
I’ve helped a wide range of people with unique situations. However, they all seem to have (3) things in common: They value advice, they’re motivated to move themselves forward, and they want managing their financial well-being to be easier. Demographically speaking, I’ll usually work with: farmers, doctors, business owners, and other professionals looking to build their wealth. I’ll also work with retirees, wanting to preserve their lifetime achievements.
What makes me different
I’m open minded, good at understanding people, and truly passionate about the work I do. What sets me apart is the level of personalized care I deliver.